Aquiline

SageView Advisory Group Builds Out Leadership Team to Drive Next Stage of Growth Strategy

Retrieved on: 
星期二, 三月 26, 2024
Capital, Growth, Partnership, Knowledge, Focus Financial Partners, RIA, Aquiline, AUM, Electoral district of Gaven, Management

NEWPORT BEACH, Calif., March 26, 2024 /PRNewswire/ -- SageView Advisory Group ("SageView"), one of the nation's leading independent RIA firms, today announced the buildout of its senior leadership team as part of the next stage of its growth strategy. The leadership team enhancements include the appointment of Christina Walsh as Chief Financial Officer and Steve Gaven to the newly created role of Chief Growth Officer. The two new C-suite leaders will each report directly to SageView CEO John Longley.

Key Points: 
  • Aquiline Capital Partners Principal Christina Walsh Named Chief Financial Officer; Seasoned RIA Strategy Leader Steve Gaven Appointed Chief Growth Officer
    NEWPORT BEACH, Calif., March 26, 2024 /PRNewswire/ -- SageView Advisory Group ("SageView"), one of the nation's leading independent RIA firms, today announced the buildout of its senior leadership team as part of the next stage of its growth strategy.
  • The leadership team enhancements include the appointment of Christina Walsh as Chief Financial Officer and Steve Gaven to the newly created role of Chief Growth Officer.
  • SageView has become one of the nation's top institutional retirement plan advisory firms, serving nearly 2,000 plan sponsors as the fiduciary partner of choice.
  • I look forward to working closely with John and the entire executive team as we build upon SageView's considerable success and growth to date."

LegalMation Announces $15M In New Funding to Drive its Commitment to Becoming the Leading AI-Powered Litigation Support Platform Across the LegalTech and InsurTech Ecosystems

Retrieved on: 
星期三, 十月 25, 2023
Insurance, Walmart, Legal technology, Synthetic media, Generative, Entrepreneurship, Growth, Fintech, AI, Investment, Sheppard, Mullin, Richter & Hampton, Automation, Innovation system, Software as a service, Sales, Aquiline

In 2023, LegalMation's customers have already leveraged the platform to answer over 1.1 million discovery requests in over 30 state and federal jurisdictions.

Key Points: 
  • In 2023, LegalMation's customers have already leveraged the platform to answer over 1.1 million discovery requests in over 30 state and federal jurisdictions.
  • For in-house counsel in particular, automating high-volume litigation and related tasks has become the number one solution to these challenges.
  • With this new funding, LegalMation will deepen the functionality and breadth of its platform to support the growth of its rapidly evolving customer base.
  • We are thrilled to partner with LegalMation and believe they are uniquely positioned to supercharge the litigation support process as we know it today."

Aquiline Capital Partners Launches MDpanel, a New Platform Committed to the Efficient Delivery of Medical Opinions in the Insurance Claims Process, and Appoints Jason Erdell as CEO

Retrieved on: 
星期二, 十月 10, 2023
Investment, Carl Bailey Company Building, Change Healthcare, Physician, Internal medicine, CME, CMLS, LOS, Elective surgery, Pain management, QME, Psychiatry, Chiropractic, ASME QME-1, Growth, Ropes & Gray, Erdel, MedAssets, Pharmaceutical industry, Nursing, Aquiline

LOS ANGELES, Oct. 10, 2023 /PRNewswire/ -- Aquiline Capital Partners LLC ("Aquiline"), a private investment firm based in New York and London, today announced the formation of MDpanel, a new platform dedicated to the efficient delivery of medical opinions as part of the workers' compensation insurance claims process.

Key Points: 
  • MDpanel welcomes California Medical Legal Specialists and California Medical Evaluators into one of the nation's most innovative medical legal opinion networks.
  • LOS ANGELES, Oct. 10, 2023 /PRNewswire/ -- Aquiline Capital Partners LLC ("Aquiline"), a private investment firm based in New York and London, today announced the formation of MDpanel, a new platform dedicated to the efficient delivery of medical opinions as part of the workers' compensation insurance claims process.
  • Jason Erdell has been appointed CEO of MDpanel.
  • "I'm looking forward to building MDpanel into the platform through which world-class medical opinions reach those in need," said Jason Erdell, CEO of MDpanel.

SageView Advisory Group Commences Next Phase of Growth Strategy with Appointment of John Longley as CEO and Randy Long as Chairman

Retrieved on: 
星期一, 八月 14, 2023
Longley, Private banking, Aquiline, Partnership, First Citizens BancShares, Sustainability Accounting Standards Board, RIA, Channel, Capital One, Acquisition, Citi Private Bank, Wealth, Citigroup, Pleasure, Capital, Growth, RBG, Retirement, Fifth Third Bank, Management, Financial adviser, Financial services

NEWPORT BEACH, Calif., Aug. 14, 2023 /PRNewswire/ -- SageView Advisory Group ("SageView"), one of the nation's leading independent RIA firms, today announced the commencement of the next phase of its growth vision with the appointment of Randy Long to the role of Chairman of the Board, while naming John Longley CEO. These appointments will be effective September 1, 2023. 

Key Points: 
  • With Aquiline's support, Mr. Long and his team have exceeded the firm's growth goals under its current three-year plan, successfully expanding via organic growth efforts and acquisition.
  • He co-founded and served as CEO of Dobot, a digital financial advisory platform, which was acquired by Fifth Third Bank.
  • I am confident of our ability to accelerate growth as we launch the next phase of our long-term vision," said Longley.
  • The firm continues to identify new advisors and opportunities who are a strong cultural growth fit for SageView through acquisitions and recruiting.

Tim Hall Named CEO of Relation Insurance

Retrieved on: 
星期三, 六月 21, 2023
Information technology, Insurance, Growth, Partnership, Hall, Culture, Management, Aquiline, Relation

WALNUT CREEK, Calif., June 21, 2023 /PRNewswire/ -- Relation Insurance Services ("Relation"), one of the largest and fastest-growing national insurance brokerages, today announced that President Tim Hall has been appointed CEO. Hall succeeds Joe Tatum, who will remain a member of Relation's Board of Directors.

Key Points: 
  • WALNUT CREEK, Calif., June 21, 2023 /PRNewswire/ -- Relation Insurance Services ("Relation"), one of the largest and fastest-growing national insurance brokerages, today announced that President Tim Hall has been appointed CEO.
  • In his new role as CEO, Hall will continue to guide and execute the strategy that has led to Relation's emergence as a leading national insurance brokerage employing 1,300 people.
  • "Tim is an accomplished leader who has proven he has what it takes to lead Relation as it continues its robust growth," said Jeff Greenberg, Chairman of Relation and Chairman of Aquiline.
  • I am confident that Tim and the entire team will continue to make Relation one of the strongest insurance brokerages in the country."

Fullsteam Secures Major Investment from Aquiline and ADIA to Fuel Growth in Payments Technology and Vertical Software

Retrieved on: 
星期四, 五月 25, 2023
Main Street, Heart, Goldman Sachs, Acquisition, ADIA, Willkie Farr & Gallagher, Growth, Abu Dhabi Investment Office, Abu Dhabi Investment Authority, Software, Financial services, Fullsteam Records, Aquiline

Aquiline will remain as the lead investor in the company and ADIA will become a significant minority investor.

Key Points: 
  • Aquiline will remain as the lead investor in the company and ADIA will become a significant minority investor.
  • At the heart of its business model lies the integration of merchant payment processing and core vertical software.
  • We are delighted to partner with Aquiline and Fullsteam to support the business as it embarks on its next phase of growth."
  • Today, Fullsteam is emerging as a leading buyer and supporter of vertical software companies driving these two trends in North America.

Smart Raises $95m in Series E Funding

Retrieved on: 
星期一, 五月 15, 2023
Technology, Human Resources, Finance, Fintech, Banking, Other Technology, Professional Services, Software, Internet, Partnership, Zurich Insurance Group, Workplace, Assets under management, AUM, Retirement, Chrysalis Investments, Financial Times, Natixis Investment Managers, Series, Growth, DWS, Smart Pension, Real-time, Barclays, Andrew Liveris, Bank, Financial adviser, Pension fund, Management, Aquiline, Keystone

The market-leading growth and profitability of its UK-based Smart Pension business is underpinned by the scalability of the Keystone platform.

Key Points: 
  • The market-leading growth and profitability of its UK-based Smart Pension business is underpinned by the scalability of the Keystone platform.
  • Smart has experienced a period of exceptional growth, with group revenue of £67m in 2022, a 65% increase on the previous year.
  • Smart today already has over £5.5 billion in Assets Under Management (AUM) on its platform and is expected to exceed £10bn by the end of June 2023 following this Series E funding.
  • Lazard acted as financial adviser to Smart in relation to the Series E funding round.

Oka, The Carbon Insurance Company™, Announces Over $7M in Seed Funding for Carbon Credit Insurance Platform

Retrieved on: 
星期四, 二月 23, 2023
Carbon, Growth, Insurance, PARK, VCM, Partnership, Renewable energy, Management, Aquiline

PARK CITY, Utah, Feb. 23, 2023 /PRNewswire/ -- Oka, The Carbon Insurance Company ™, has announced its seed round, attracting over $7M in funding.

Key Points: 
  • PARK CITY, Utah, Feb. 23, 2023 /PRNewswire/ -- Oka, The Carbon Insurance Company ™, has announced its seed round, attracting over $7M in funding.
  • The voluntary carbon market (VCM) is experiencing significant growth and is projected to reach $1 trillion by 2037 , highlighting the scale of the opportunity.
  • Oka, The Carbon Insurance Company, is currently focused on providing insurance that will replace credits if destroyed or invalid, providing security and confidence to the VCM market.
  • "We are excited about our partnership and look forward to seeing the lasting impact Oka will have on the voluntary carbon market."

Tivly Announces David Ramos as New Chief Technology Officer

Retrieved on: 
星期二, 二月 14, 2023
Software, Technology, Professional Services, Insurance, Aetna, Growth, Seven Bridges, Product management, Rakuten, Aquiline, Partner, Management

Tivly is pleased to announce the appointment of David Ramos as Chief Technology Officer.

Key Points: 
  • Tivly is pleased to announce the appointment of David Ramos as Chief Technology Officer.
  • In his role as CTO, David will be responsible for leading the development and implementation of Tivly's technology strategy.
  • "We are thrilled to welcome David to the Tivly team," said Mark McClure, CEO of Tivly.
  • "I am excited to join the Tivly team and help drive the company's technology strategy forward," said Ramos.

Ontellus Names Vince Cole as Chief Executive Officer

Retrieved on: 
星期一, 五月 9, 2022
Genworth Financial, Investment, Crawford & Company, Insurance, SABIC (Saudia), Record, NEW, Company, General Electric, Plastic, Aquiline nose, Engineering, Montana State University, GE Capital, Aquiline, Crawford, Solution, Founder, Technology, CEO, Growth, Intelligence, Financial services, Management

HOUSTON and NEW YORK, May 9, 2022  /PRNewswire/ -- Ontellus, one of the nation's largest records retrieval and claims intelligence companies, announced today that it has named Vince Cole as its Chief Executive Officer, effective immediately. Ontellus is backed by Aquiline Capital Partners ("Aquiline"), a private investment firm based in New York and London with $8.7 billion in assets under management that invests in businesses globally across financial services and technology, and The Capstreet Group ("Capstreet"), a Houston-based lower middle market private equity firm.

Key Points: 
  • HOUSTON and NEW YORK, May 9, 2022 /PRNewswire/ -- Ontellus , one ofthe nation's largest records retrieval and claims intelligence companies, announced today that it has named Vince Cole as its Chief Executive Officer, effective immediately.
  • Mr. Cole brings a long track record of driving profitable revenue growth at multiple companies in the financial services and technology sectors.
  • Prior to Charles Taylor, Mr. Cole was CEO, Americas, and Global Chief Strategy Officer at Crawford & Company, a publicly traded claims management solutions business.
  • Before joining Crawford & Company, Mr. Cole held executive positions at Activa Medical and Genworth Financial.